← Back to Skills Marketplace
B2b Sdr Agent Template
by
iPythoning
· GitHub ↗
· v1.0.0
· MIT-0
85
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install b2b-sdr-agent-template
Description
Open-source B2B AI SDR template. 7-layer context system with 10-stage sales pipeline, 4-layer anti-amnesia memory, 13 automated cron jobs, WhatsApp IP isolat...
README (SKILL.md)
B2B SDR Agent — AI Sales Development Representative
Turn any B2B export business into an AI-powered sales machine. Full-stack SDR that handles lead capture → qualification → follow-up → quoting → closing across WhatsApp, Telegram, and email.
7-Layer Context System
| Layer | File | Purpose |
|---|---|---|
| Identity | IDENTITY.md | Company name, role, product catalog |
| Soul | SOUL.md | Personality, values, communication rules |
| Workflow | AGENTS.md | 10-stage sales pipeline with stage gates |
| User | USER.md | Owner profile, ICP scoring, admin whitelist |
| Heartbeat | HEARTBEAT.md | 13-item pipeline inspection (cron) |
| Memory | MEMORY.md | 4-layer anti-amnesia protocol |
| Tools | TOOLS.md | CRM, channels, integrations |
Key Features
- 10-Stage Sales Pipeline: Cold Lead → Engaged → Qualified → Proposal → Negotiation → Closed
- 4-Layer Memory: L1 pinned context, L2 session KV, L3 vector search, L4 CRM snapshots
- 13 Cron Jobs: Auto heartbeat, follow-up reminders, lead scoring, pipeline reports
- Multi-Channel: WhatsApp, Telegram, Email — with channel-specific strategies
- WhatsApp IP Isolation: Per-tenant Cloudflare WARP proxy for multi-tenant deployments
- Human-Like Conversations: SDR humanizer skill for natural, trust-building messages
- Operator Bilingual Mode: English to customers + Chinese self-chat sync for non-English operators, zero config required
Deploy
# One-click deploy
cp deploy/config.sh.example deploy/config.sh
# Edit config.sh with your server, API keys, and channel settings
./deploy/deploy.sh your-client-name
IP Isolation (Multi-Tenant)
Each tenant gets a unique Cloudflare exit IP so WhatsApp sees independent devices:
./deploy/ip-isolate.sh tenant-name
Architecture: tenant → wireproxy (SOCKS5, ~4MB) → WARP account → unique Cloudflare IP
Skills Included
- sdr-humanizer — Human-like conversation rules
- delivery-queue — Async message delivery with retry
- lead-discovery — AI-driven lead search and ICP scoring
- quotation-generator — PDF proforma invoice generation
- chroma-memory — Per-turn conversation memory with ChromaDB
- telegram-toolkit — Telegram-specific SDR strategies
Requirements
- Linux server (Ubuntu 20.04+)
- Node.js 18+
- AI model API key (OpenAI, Anthropic, Google, etc.)
- OpenClaw gateway
Links
Usage Guidance
Do not run deploy/install scripts until you review them and confirm their origin. Steps to consider before installing:
- Verify the source: the registry lists no homepage and owner identity is opaque. Check the linked GitHub repo and commit history to confirm authenticity.
- Inspect deploy/*.sh and install.sh line-by-line (or run them in a disposable VM/container) to see what they write, what external URLs they contact, and whether they download binaries.
- Prepare least-privilege credentials: create separate API keys/accounts for MemOS/Chroma/LLM and avoid using production credentials during initial tests.
- Be cautious about the dashboard token and default 'lan' binding: set GATEWAY_BIND=loopback or otherwise restrict access before first start.
- Note the skill will inject dynamic memory into the System Prompt and modify OpenClaw config; only allow that in environments where you accept the agent changing system prompts and cron jobs.
- Evaluate privacy/regulatory impact: the agent stores conversation history, quotes, and PII in third-party services (MemOS/Chroma); ensure compliance with data protection rules and retention policies.
- If you need to proceed, test in an isolated sandbox (container or VM) and monitor network traffic during the deploy to detect unexpected exfiltration.
If you want, I can scan the deploy and ip-isolate scripts for specific risky operations (remote downloads, exec of fetched payloads, or writes to system directories) and summarize which lines to review first.
Capability Analysis
Type: OpenClaw Skill
Name: b2b-sdr-agent-template
Version: 1.0.0
The bundle is a complex B2B automation framework that programmatically disables critical security controls. Specifically, 'deploy/deploy.sh' configures OpenClaw's 'exec-approvals.json' to 'security: full' and 'ask: off', granting the AI agent autonomous shell access without human-in-the-loop confirmation. While this supports the 'autonomous agent' goal, it creates a high-risk RCE surface. Other indicators include 'deploy/ip-isolate.sh' downloading external binaries (wgcf/wireproxy) and 'install.sh' performing telemetry pings to 'pulseagent.io'. The intent appears to be functional automation rather than malice, but the resulting security posture is highly permissive.
Capability Tags
Capability Assessment
Purpose & Capability
The SKILL.md describes a multi-channel B2B SDR platform that legitimately needs API keys (LLM provider, MemOS, gateway tokens, channel tokens) and host/network configuration. The registry metadata, however, lists no required environment variables or primary credential — that is inconsistent and misleading. Several scripts (deploy.sh, ip-isolate.sh, generate-config.sh) and files reference credentials and system-level settings that a simple 'instruction-only' skill should have declared.
Instruction Scope
Runtime instructions explicitly tell the agent/admin to inject dynamic customer memory into the Agent's System Prompt, add post-conversation hooks, run cron jobs, edit ~/.openclaw/openclaw.json, and enable a network-accessible dashboard (default 'lan'). Those actions modify agent/system configuration and override system prompts. The SKILL.md also contains prompts that demand precise JSON-only outputs and guidelines for 'never reveal AI identity' (deceptive behavior). This expands the skill's scope beyond a passive helper and grants it broad ability to change agent/system behaviour.
Install Mechanism
There is no formal install spec in the registry (instruction-only), but the bundle contains many shell scripts (deploy/*.sh, install.sh, ip-isolate.sh) that the operator is expected to run. Running those scripts will configure networking (wireproxy/WARP), generate tokens, and write config files. That manual-install approach is acceptable but higher-risk because the scripts execute system/network changes — review them before running and run in an isolated/test environment.
Credentials
Although the registry records no required env vars, SKILL.md and code clearly expect multiple secrets: LLM API key(s), MEMOS_API_KEY, GATEWAY token, TELEGRAM_BOT_TOKEN, Gmail/Sheets IDs, and CRM/WhatsApp config. The skill will read/write external memory backends (MemOS, ChromaDB) and maintain conversation archives. Asking for broad credentials is proportionate to a full SDR platform, but the omission from the skill metadata is a significant mismatch and a transparency problem.
Persistence & Privilege
The skill instructs installation of cron jobs, post-conversation hooks, and edits to OpenClaw config and system prompts. These operations give the skill persistent, system-level presence (writes to agent config, dashboard token exposure, network binding defaults). 'always' is false, but the requested modifications allow ongoing autonomous behaviour and broad reach; this is expected for a hosted agent but raises privilege concerns and should be limited to a controlled environment.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install b2b-sdr-agent-template - After installation, invoke the skill by name or use
/b2b-sdr-agent-template - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
b2b-sdr-agent-template 1.0.0 — Initial Release
- Launches an open-source, full-stack AI SDR template for B2B sales (lead to close) across WhatsApp, Telegram, and email.
- Features a 7-layer context system, 10-stage sales pipeline, 4-layer anti-amnesia memory, and 13 automated cron jobs.
- Provides WhatsApp IP isolation for multi-tenant deployments via per-tenant Cloudflare WARP proxy.
- Includes human-like conversation skills, async message delivery, AI lead search, automated quoting, and bilingual operator support.
- Built on OpenClaw and deployable with one-click scripts.
Metadata
Frequently Asked Questions
What is B2b Sdr Agent Template?
Open-source B2B AI SDR template. 7-layer context system with 10-stage sales pipeline, 4-layer anti-amnesia memory, 13 automated cron jobs, WhatsApp IP isolat... It is an AI Agent Skill for Claude Code / OpenClaw, with 85 downloads so far.
How do I install B2b Sdr Agent Template?
Run "/install b2b-sdr-agent-template" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is B2b Sdr Agent Template free?
Yes, B2b Sdr Agent Template is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does B2b Sdr Agent Template support?
B2b Sdr Agent Template is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created B2b Sdr Agent Template?
It is built and maintained by iPythoning (@ipythoning); the current version is v1.0.0.
More Skills